Capital Group Equity Fund Quote
| CUSEX Fund | USD 32.53 0.14 0.43% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Capital Group is trading at 32.53 as of the 18th of April 2024; that is -0.43 percent decrease since the beginning of the trading day. The fund's open price was 32.67. Capital Group has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Capital Group Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
The fund invests primarily in common stocks of U.S. issuers that the investment adviser believes have the potential for growth, many of which have the potential to pay dividends. Under normal market conditions, it invests at least 80 percent of its net assets in equity-type securities and at least 80 percent of its net assets in securities of issuers in the United States. More on Capital Group Equity
Moving together with Capital Mutual Fund
| 0.92 | EMGEX | Emerging Markets Growth | PairCorr |
| 0.92 | EMRGX | Emerging Markets Growth | PairCorr |
| 0.99 | FAFGX | American Funds | PairCorr |
| 0.99 | FFAFX | American Funds | PairCorr |
Capital Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Capital Group's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Capital Group or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Capital Group Funds, Large Growth Funds, Large Growth, Capital Group, Large Blend, Large Growth (View all Sectors) |
| Update Date | 31st of March 2024 |
Capital Group Equity [CUSEX] is traded in USA and was established 18th of April 2024. Capital Group is listed under Capital Group category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Capital Group family. This fund currently has accumulated 239.36 M in assets under management (AUM) with minimum initial investment of 25 K. Capital Group Equity is currently producing year-to-date (YTD) return of 6.11% with the current yeild of 0.01%, while the total return for the last 3 years was 7.86%.
Check Capital Group Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Capital Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Capital Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Capital Group Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Capital Group Equity Mutual Fund Constituents
| CMCSA | Comcast Corp | Stock | Communication Services |
| PM | Philip Morris International | Stock | Consumer Staples |
| WCN | Waste Connections | Stock | Industrials |
| SLB | Schlumberger NV | Stock | Energy |
| MMC | Marsh McLennan Companies | Stock | Financials |
| V | Visa Class A | Stock | Financials |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Capital Group Target Price Odds Analysis
Based on a normal probability distribution, the odds of Capital Group jumping above the current price in 90 days from now is about 50.0%. The Capital Group Equity probability density function shows the probability of Capital Group mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Capital Group has a beta of 0.9139 suggesting Capital Group Equity market returns are sensitive to returns on the market. As the market goes up or down, Capital Group is expected to follow. Additionally, capital Group Equity has an alpha of 0.0305, implying that it can generate a 0.0305 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Capital Group to move above the current price in 90 days from now is about 50.0 (This Capital Group Equity probability density function shows the probability of Capital Mutual Fund to fall within a particular range of prices over 90 days) .
Capital Group Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Capital Group market risk premium is the additional return an investor will receive from holding Capital Group long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Capital Group. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Capital Group's alpha and beta are two of the key measurements used to evaluate Capital Group's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5128 | |||
| Semi Deviation | 0.5704 | |||
| Standard Deviation | 0.6632 | |||
| Variance | 0.4398 |
Capital Group Against Markets
Picking the right benchmark for Capital Group mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Capital Group mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Capital Group is critical whether you are bullish or bearish towards Capital Group Equity at a given time. Please also check how Capital Group's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Capital Group without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Performance AnalysisCheck effects of mean-variance optimization against your current asset allocation |
| All Next | Launch Module |
How to buy Capital Mutual Fund?
Before investing in Capital Group, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Capital Group. To buy Capital Group fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Capital Group. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Capital Group fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Capital Group Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Capital Group Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Capital Group Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Capital Group Equity?
The danger of trading Capital Group Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Capital Group is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Capital Group. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Capital Group Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Capital Group Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Capital Group Equity information on this page should be used as a complementary analysis to other Capital Group's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.